User Guide

Project Assistant User Guide

How to create a project plan, manage it day to day, and make full use of every feature in the application.

All plans available in every plan, including the trial period
Standard available in the Standard and Business plans
Business available only in the Business plan

This guide corresponds to application version 12.7 · September 2026

Introduction

Project Assistant is a web-based project management solution that uses artificial intelligence (AI) to build a complete project plan from the information you enter: goals, work breakdown, schedule, risks and documentation. Once the plan is created, you continue managing the same project through tasks, the Gantt schedule, the Kanban board, the risk register, the budget, files and sharing with your team.

How to read this guide

This guide uses the following conventions:

ConventionMeaning
Projects Create new projectMenu path: select Projects in the main menu and Create new project in the drop-down menu.
Create projectA button to press.
Project nameA field or option to fill in.
Standard BusinessThe plan in which the feature is available (see chapter 2).
Quick startIf you want to get started right away, read chapters 3, 5 and 9. The recommended order of work is described in chapter 26.
Help in the applicationEvery page has a Help chat window in the bottom right corner. You can type your question there in your own words. You can also find guides in the account menu Help.
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